Stocks
CAPL
MB, LEVIS & ASSOCIATES, LLC

MB, LEVIS & ASSOCIATES, LLC

CIK

2065807

City

CENTER VALLEY

State / Country

PA

Stock

CAPL — CrossAmerica Partners LP

Top Portfolio Positions

170 positions · $52,649,241 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
CAT	Caterpillar Inc Industrials	6,566	$4,651,748	8.84%
AAPL	Apple Inc. Technology	16,805	$4,264,940	8.10%
JPM	Jpmorgan Chase & Co Financial Services	12,217	$3,593,752	6.83%
MSFT	Microsoft Corp Technology	7,606	$2,815,513	5.35%
JNJ	Johnson & Johnson Healthcare	10,689	$2,612,819	4.96%
LOW	Lowes Companies Inc Consumer Cyclical	10,114	$2,389,735	4.54%
WMT	Walmart Inc. Consumer Defensive	15,177	$1,886,197	3.58%
RTX	RTX Corp Industrials	9,727	$1,876,338	3.56%
EMR	Emerson Electric Co Industrials	13,528	$1,772,438	3.37%
TRV	Travelers Companies, Inc. Financial Services	5,620	$1,639,241	3.11%

Portfolio Trend

14 quarters · across all stocks

Holdings in CAPL

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,125	1,161	+2.3%	Shares	Sole	2026-04-08
2025-12-31	$23,381	1,135	+2.4%	Shares	Sole	2026-01-14
2025-09-30	$23,301	1,108	+2.5%	Shares	Sole	2025-10-15
2025-06-30	$22,614	1,081	+2.3%	Shares	Sole	2025-07-29
2025-03-31	$25,970	1,057	+2.3%	Shares	Sole	2025-05-07
2024-12-31	$22,726	1,033	+2.6%	Shares	Sole	2025-05-07
2024-09-30	$20,865	1,007	+2.5%	Shares	Sole	2025-05-07
2024-06-30	$19,492	982	+2.5%	Shares	Sole	2025-05-07
2024-03-31	$21,832	958	+2.4%	Shares	Sole	2025-05-07
2023-12-31	$21,340	936	+2.3%	Shares	Sole	2025-05-07
2023-09-30	$19,846	915	+2.7%	Shares	Sole	2025-05-07
2023-06-30	$17,552	891	+2.8%	Shares	Sole	2025-05-07
2023-03-31	$18,631	867	+2.4%	Shares	Sole	2025-05-07
2022-12-31	$16,796	847	—	Shares	Sole	2025-05-07
No 13F history on record for this holder in this stock.